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Truist Financial

675 hedge funds and large institutions have $16.3B invested in Truist Financial in 2014 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 254 increasing their positions, 263 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
675
Holders Change
-4
Holders Change %
-0.59%
% of All Funds
19.6%
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.41%
New
45
Increased
254
Reduced
263
Closed
42
Calls
$120M
Puts
$78.2M
Net Calls
+$41.8M
Net Calls Change
+$9.83M
Name Holding Trade Value Shares
Change
Shares
Change %
SJIM
651
St. Johns Investment Management
Florida
$11K
EWM
652
Edge Wealth Management
New York
$11K +$11K +283 New
PMFA
653
Plante Moran Financial Advisors
Michigan
$10K
BWFA
654
Baltimore-Washington Financial Advisors
Maryland
$9K
PR
655
Payden & Rygel
California
$9K
BFEC
656
Benjamin F. Edwards & Company
Missouri
$9K
AF
657
Arrow Financial
New York
$9K +$2.61K +71 +41%
ECM
658
Estabrook Capital Management
New York
$8.37K -$491K -13,200 -98%
KT
659
Kanaly Trust
Texas
$8K
TFO
660
Tarbox Family Office
California
$8K +$1.24K +34 +18%
NG
661
NatWest Group
United Kingdom
$7.86K -$128 -3,437 -2%
AWM
662
Avior Wealth Management
Nebraska
$7K +$40 +1 +0.6%
HR
663
Howe & Rusling
New York
$6K -$727 -20 -11%
TCCM
664
Timber Creek Capital Management
Massachusetts
$6K
LWM
665
LBA Wealth Management
Florida
$5K +$5K +125 New
DBT
666
Dubuque Bank & Trust
Iowa
$4K
ARMC
667
American Research & Management Company
Massachusetts
$4K
JIC
668
Joel Isaacson & Co
New York
$4K
VIA
669
Vantage Investment Advisors
Pennsylvania
$4K
AII
670
AGF Investments Inc
Ontario, Canada
$4K
CAW
671
Cornerstone Advisors (Washington)
Washington
$3K -$1.95K -56 -39%
GGPS
672
Gary Goldberg Planning Services
New York
$3K +$3K +74 New
WEC
673
Winslow Evans & Crocker
Massachusetts
$1.56K
UB
674
UMB Bank
Missouri
$1.29K -$4.35K -117,000 -77%
HRIA
675
Haberer Registered Investment Advisor
Ohio
$1K